Tableau Case Studies Tableau Reveals Key Opportunities in Sales Performance Data

Edit This Case Study Record

	Tableau Reveals Key Opportunities in Sales Performance Data Tableau

Tableau Reveals Key Opportunities in Sales Performance Data

Tableau

Technology Category	Application Infrastructure & Middleware - Data Visualization
Applicable Functions	Sales & Marketing
Use Cases	Demand Planning & Forecasting Predictive Replenishment
Services	Data Science Services
Challenge	The Operations Department at First American Corporation was responsible for collecting, shaping, and analyzing sales performance data across all segments, products, and geographies. They were using Excel pivot tables, but they were slow, inflexible, and difficult for people to learn. Also, the graphics being generated from Excel didn’t effectively communicate the critical insights to executive management. The primary challenge was to find and implement an analysis application that supported First American’s wide-ranging requirements. The Operations Department was charged with reporting monthly sales performance trends to senior managers categorized by channel, market segment, and product mix, analyzing price points by product then recommending pricing strategies that would positively impact revenue and simplify current customer pricing plans, and investigating dozens of sources of marketing, customer, and financial data to drive strategic initiatives and uncover trends and themes previously not known. Read More
About Customer	First American Corporation (FAF:NYSE) is the nation’s leading provider of business information. Founded in 1889, First American continues its service commitment by providing the information businesses need to make timely, accurate decisions. Backed by industry leading technology, First American delivers efficiency to support clients’ information needs. First American Real Estate Solutions is the nation’s largest and most comprehensive source for property and ownership information. Read More
Solution	First American selected Tableau Professional. Tableau’s “visual analysis” enables Operations to find important trends, relationships, and outliers in large datasets quickly and effectively. Improved insight into product pricing and usage now drives better decision making. The application had to be able to connect to hundreds of thousands of records every month from 4-5 separate production systems via Excel exports and Access, allow data be “sliced” by many attributes (e.g. regions, products, partners, etc.) and be especially flexible when investigations required multiple time dimensions, and deploy easily, enable multiple analysis cycles very quickly, and provide flexible visual displays. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Visualization

Applicable Functions

Sales & Marketing

Use Cases

Demand Planning & Forecasting

Predictive Replenishment

Services

Data Science Services

Challenge

The Operations Department at First American Corporation was responsible for collecting, shaping, and analyzing sales performance data across all segments, products, and geographies. They were using Excel pivot tables, but they were slow, inflexible, and difficult for people to learn. Also, the graphics being generated from Excel didn’t effectively communicate the critical insights to executive management. The primary challenge was to find and implement an analysis application that supported First American’s wide-ranging requirements. The Operations Department was charged with reporting monthly sales performance trends to senior managers categorized by channel, market segment, and product mix, analyzing price points by product then recommending pricing strategies that would positively impact revenue and simplify current customer pricing plans, and investigating dozens of sources of marketing, customer, and financial data to drive strategic initiatives and uncover trends and themes previously not known.

About Customer

First American Corporation (FAF:NYSE) is the nation’s leading provider of business information. Founded in 1889, First American continues its service commitment by providing the information businesses need to make timely, accurate decisions. Backed by industry leading technology, First American delivers efficiency to support clients’ information needs. First American Real Estate Solutions is the nation’s largest and most comprehensive source for property and ownership information.

Solution

First American selected Tableau Professional. Tableau’s “visual analysis” enables Operations to find important trends, relationships, and outliers in large datasets quickly and effectively. Improved insight into product pricing and usage now drives better decision making. The application had to be able to connect to hundreds of thousands of records every month from 4-5 separate production systems via Excel exports and Access, allow data be “sliced” by many attributes (e.g. regions, products, partners, etc.) and be especially flexible when investigations required multiple time dimensions, and deploy easily, enable multiple analysis cycles very quickly, and provide flexible visual displays.

Impact #1	Improved insight into product pricing and usage
Impact #2	Better decision making
Impact #3	Ability to find important trends, relationships, and outliers in large datasets quickly and effectively

Impact #1

Improved insight into product pricing and usage

Impact #2

Better decision making

Impact #3

Ability to find important trends, relationships, and outliers in large datasets quickly and effectively

Download PDF Version

Overview

Tableau Reveals Key Opportunities in Sales Performance Data

Operational Impact